Wellfleet Investments LLC assists individuals, families, companies and institutions with their investments. We encourage discussion of our special programs for families with substantial assets derived from the sale or monetization of businesses or otherwise. Our clients derive significant benefit from our long-established relationships with leading professionals and several of the world’s outstanding investment firms. Cost effectiveness for clients is an important objective.
Wellfleet Investments’ activities also include structuring and placing financing for private and public enterprises; institutional and retail investments and selected mutual funds; and project financing for electric generation and other major industrial facilities. Current interests include Bioscience related research and development and the development of a fertilizer manufacturing facility in the Southeastern United States.
Wellfleet Investments is a member of the FINRA (Financial Industry Regulatory Authority) and the Securities Investor Protection Corporation (SIPC).
Mr. Bega has over 35 Years’ experience in the financial services industry. Mr. Bega is registered with FINRA as a Financial & Operational Principal, a General Securities Principal and a General Securities Representative.
During his career Mr. Bega has served as Chief Financial Officer and later as President of a multinational Bank Broker Dealer. In addition, Mr. Bega has served in various Relationship Management, Enterprise Sales, and Consulting capacities. Mr. Bega has closed financial transactions in excess of $250 Million during his career. Mr. Bega’s skills include Investment Banking, Financial Reporting, FINRA regulations, strategic planning, Financial Modeling, and wealth management.
Mr. Bega serves as a certified FINRA Arbitrator and Chairperson. He has ruled on over 25 cases and continues to be called upon to serve as a panel member.
Mr. Bega has Earned degrees from the following Universities:
Master’s Degree in Finance from Pace University, Lubin School of Business.
Bachelor of Science in Finance from St. John’s University, Peter J. Tobin College of Business.
Mailing: P.O. Box 222142, Great Neck, New York 11022
Office Address: 85 87 Covert Avenue, 2nd Floor Suite 2 Floral Park, New York 11001
Tel: (516) 487-7450
jbega@wellfleetinvestments.com